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Creative Distribution and Gifting Solutions for Charitable Planning after the SECURE Act (Webinar)
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Creative Distribution and Gifting Solutions for Charitable Planning after the SECURE Act (Webinar)

This webinar will address distribution and gifting solutions for charitable planning with the passing of the SECURE Act.

 Export to Your Calendar 5/12/2020
When: Tuesday, May 12, 2020
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Dawn Hallman
Contact: Member Services
800.392.6900


Online registration is available until: 5/12/2020
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This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society

 

Program Overview

In this session you will receive an overview of the SECURE Act, a review of the new distribution requirements, and an analysis of different beneficiary designation options. You will also learn about the new rules for rollovers and the charitable planning opportunities available with the passing of the SECURE Act.

Learning Objectives: 

  • Review the impact of increasing the age for required minimum distributions (RMD) from 70½ to 72
  • Examine how the stretch IRA has reduced from lifetime rollover option to 10-year-rule
  • Evaluate how to use a qualified charitable distribution (QCD)
  • How to use IRA funds in a split-interest trust (charitable remainder trust)

 

Featured Speaker:

Dawn D. Hallman is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate planning attorney, with a background in tax, Dawn has extensive experience helping clients with all facets of business, tax, and estate planning. She has advised thousands of clients regarding their estate plans. Rated as an AV Preeminent Attorney™ by Martindale Hubbell, Dawn creatively and effectively addresses the estate planning needs of modest to ultra-high net worth families. She possesses a robust tax background, holding both an accounting and law degree from the University of Oklahoma. Prior to opening Hallman & Associates in 2000, Dawn maintained a tax practice for several years. Her tax and business law background make her uniquely qualified to advise clients on complex estate and business planning matters. In addition to her law practice, Dawn frequently lectures on estate planning matters in continuing education programs for legal, financial, and other business professionals. She has been a keynote speaker for major corporations and organizations, including the National Association of Insurance and Financial Advisors (nationally and regionally), the Oklahoma Bar Association, Strafford, National Business Institute, Mercy Hospital and the University of Oklahoma. In 2016, Dawn served as Chairman for the Estate Planning, Probate and Trust Section of the Oklahoma Bar Association. She is a charter member of the Legacy Rotary Club in Norman, Oklahoma, and Dawn serves as the Board of Directors Vice-Chairman for both Washita State Bank and Frontier State Bank.

 

Educational Level

Intermediate

 

CE Credits

1 CFP® credit has been approved.

1 CPE (accounting) credit has been approved..

1 Professional Recertification credit (formerly PACE) has been approved.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. Click here for CLE approvals
(CLE credit is not eligible for: AK, CT, DC, HI, IN, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD) 

$5.00 fee for CE credit processing (fee is waived for FSP Premier Members). You must participate in the live webinar in order to earn CE credits.

 

Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
Live Event: INCLUDED* INCLUDED* INCLUDED*
CFP® Credit: INCLUDED $5 $5
CLE/legal Credit: INCLUDED $5 $5
CPE/accounting Credit INCLUDED $5 $5
Prof. Recertification Credit (PACE): INCLUDED $5 $5

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.

 

Registration Options

  • Register online by selecting the green "Register" button above.
  • Call FSP's Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy

 

Presentation Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.

 

How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone. (Note that if you are requesting CE credits, you must be logged in to the webinar.)

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Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.

The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.

 

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